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SPDR Barclays Capital Convertible SecETF shares owned by Bogart Wealth

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $179k 2.5k 73.05
2023-12-31 $179k 2.5k 72.16
2023-09-30 $168k 2.5k 67.81
2023-06-30 $174k 2.5k 69.96
2023-03-31 $167k 2.5k 67.08
2022-12-31 $190k 3.0k 64.35
2022-09-30 $196k 3.1k 63.37
2022-06-30 $201k 3.1k 64.46
2022-03-31 $240k 3.1k 76.97
2021-12-31 $338k 4.1k 82.88
2021-09-30 $354k 4.1k 85.42
2021-06-30 $339k 3.9k 86.63
2021-03-31 $326k 3.9k 83.31
2020-12-31 $325k 3.9k 82.57
2020-09-30 $271k 3.9k 68.87
2020-06-30 $286k 4.7k 60.55
2020-03-31 $226k 4.7k 47.85
2019-12-31 $269k 4.9k 55.44
2019-09-30 $254k 4.8k 52.46
2019-06-30 $1.0M 19k 52.84
2019-03-31 $980k 19k 52.24
2018-12-31 $14M 302k 46.79
2018-09-30 $11M 197k 53.94
2018-06-30 $14M 268k 53.02
2018-03-31 $12M 241k 51.38
2017-12-31 $12M 235k 50.60
2017-09-30 $12M 230k 51.60
2017-06-30 $11M 224k 49.62
2017-03-31 $9.7M 202k 48.10
2016-12-31 $8.7M 191k 45.65

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF